In this episode of Retire South Florida, Joe and Julia Valenzuela discuss their journeys into the financial advisory industry, the importance of financial education, and the challenges individuals face in retirement planning. They emphasize the need for a structured retirement roadmap, the role of social security, and the significance of understanding income streams in retirement. The conversation highlights the family business dynamic and the passion they share for helping clients achieve financial security in their retirement years.
For more information, please visit ValenzuelaFinancial.com!
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